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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,698 | $89,367-9.7% | $141,191-42.8% | $72,975+10.6% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 25.53% | 111.87%-86.3pp | 71.41%-45.9pp | 81.01%-55.5pp |
| Employer contribution / active EE | $2,183 | $3,115-29.9% | $4,736-53.9% | $2,440-10.5% |
| Participant deferral / active EE | $5,883 | $5,419+8.6% | $6,710-12.3% | $3,608+63.1% |
| Admin fee / account holder | $7,537 | $5,957+26.5% | $10,264-26.6% | $5,124+47.1% |